Strategic Financial
Strategic Financial is an SEC-registered ria with $41.3M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Strategic Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127924, data through 2012-06-19.
- AUM (assets under management / regulatory AUM)
- $41.3M (2012-06-19)
- Firm type
- Ria
- Employees
- 139
- CRD
- 127924
- Ownership
- GROSS, KENNETH, DEAN; GROSS, KENNETH
How much AUM does Strategic Financial have?
Strategic Financial reported $41.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-06-19).
Who owns Strategic Financial?
Disclosed owners and executives of Strategic Financial include GROSS, KENNETH, DEAN, GROSS, KENNETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.